Inflection Point

In this episode, Rob Hamilton joins to discuss Bitcoin entering a new phase shaped by institutions, politics, and infrastructure. We explore what 2025 revealed about Bitcoin’s power shifts, cultural fractures, and unresolved questions heading into 2026. Enjoy!

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Timestamps:

(00:00) Introduction

(02:42) Inside the Bitcoin Treasury Playbook

(03:50) Political Shifts Reshaping Bitcoin

(13:07) AI Mining Revolution & Breakthroughs

(24:19) Bitcoin Meets Real Estate

(26:46) New Entrants & Public-Market Momentum

(27:53) Treasury Firms, Flows & Market Positioning

(28:45) Consolidation Waves & New Launches

(30:50) Innovation Cycles & Bitcoin Community

(32:36) Fork Proposals & Community Fractures

(42:47) Big Calls on Bitcoin’s Future

(48:19) Crypto & Stablecoins

(50:37) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Blockspace Baron joins the show to deep dive into a contrarian Bitcoin thesis: treating block space itself as a scarce, financial asset. We explore why Blockspace Baron is aggressively acquiring it, how inscriptions and tokens reframe fee economics, and what this could mean if transaction fees rise. Enjoy!

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Timestamps:

(00:00) Introduction

(01:48) Blockspace, Ordinals & Bit Bars

(04:01) How Blockspace Tokens Are Bought & Valued

(05:44) Challenges & the Future of Blockspace

(13:58) The Long-Term Vision for Blockspace Tokens

(20:58) BIT Bars, Meme Culture & Gentleman Club Phenomenon

(22:35) The Economics of Blockspace

(28:30) Blockspace Tokens & What Comes Next

(35:45) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Natalie Brunell unpacks how Bitcoin reframes money, incentives, and opportunity in a world where inflation and broken systems quietly shape daily life. We also discuss why Bitcoin is apolitical and a universal antidote to the broken American dream. Enjoy!

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Timestamps:

(00:00) Introduction

(01:48) Bitcoin Is For Everyone

(07:15) The Writing Process

(10:15) Book Vision & Audience

(14:10) Natalie’s Coin Story

(16:34) Encouraging Friends & Family

(18:53) Bitcoin Is A Universal Antidote

(23:17) What 2026 Holds for Bitcoin

(26:08) Sentiment & Narratives

(28:26) The Institutionalization Of Bitcoin

(32:33) Bitcoin Risks & Concerns

(35:20) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Jameson Lopp returns to discuss Bitcoin’s muted 2025 cycle, the shifting power from retail to institutions, and the messy but necessary evolution of Bitcoin’s development, governance, and blockspace economics. We also explore Zcash’s unexpected resurgence, the risks and realities of future forks, and what truly threatens Bitcoin heading into 2026. Enjoy!

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Timestamps:

(00:00) Introduction

(01:44) Bitcoin Cycles vs Institutions

(07:35) Bitcoin as Hedge, Asset, and Narrative

(09:22) State of Bitcoin Development

(11:23) Protocol Wars and Bitcoin's Future

(28:38) Privacy Innovations and Zcash

(36:05) Institutional Bitcoin Adoption Accelerates

(45:13) Regulation’s Expanding Role in Bitcoin

(49:45) The Road to Merchant Adoption

(52:26) Top Risks for Bitcoin Heading Into 2026

(54:54) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Jimmy from Smashtoshi joins the show to discuss its multi-year project to preserve Bitcoin’s history. We discuss how early communities shaped the network’s identity, how Bitcoin’s story blends technology with social movements, and why today’s institutional wave risks overshadowing the ideals that built it. Enjoy!

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Timestamps:

(00:00) Introduction

(01:36) Smashatoshi’s History of Bitcoin

(04:52) Becoming a Bitcoin Historian

(07:15) Uncovering Bitcoin’s Early History

(07:39) Bitcoin’s Cultural & Social Shift

(09:42) Bitcoin’s Financial Evolution

(15:42) Where Bitcoin Is Heading Next

(24:52) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, John Fakhoury joins the show to discuss Bitcoin’s “missing bull market,” how Bitcoin is becoming a global macro asset, why institutions can no longer ignore it, and why hype-driven treasury companies and altcoins are facing a harsh reality check. We also explore what could drive the next phase of adoption, what 2026 may bring, and why Bitcoin might reach its next milestone in a far quieter (and more powerful) way than anyone expects. Enjoy!

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Timestamps:

(00:00) Introduction

(01:57) Is the Bitcoin Cycle Broken?

(09:05) The Rise & Risk of Corporate Bitcoin

(13:31) Hard Truths About This Market

(19:42) Bitcoin’s Path to the Index Era

(22:21) The Mood Shift Under the Surface

(24:43) What the Fed Means for Crypto

(27:00) The Great Altcoin Reckoning

(30:36) Stablecoins Become Infrastructure

(33:20) Bitcoin’s Real Stress Test Ahead

(36:29) Culture, Capital & the Next Cycle

(41:06) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Alexandre Laizet explains why Bitcoin price can stall despite record institutional interest, what’s really driving volatility behind the scenes, and how Bitcoin treasury companies fit into the next phase of adoption. We also dig into why “the setup has never been more bullish,” how Wall Street treats Bitcoin as (not yet) money, and what investors can expect heading into 2026. Enjoy!

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Timestamps:

(00:00) Introduction

(01:48) Why Isn’t BTC Higher?

(07:02) Is Bitcoin Being Manipulated?

(17:45) The Role of BTC Treasury Companies

(24:39) Why Buy Treasury Companies?

(34:02) Biggest Bitcoin Catalysts

(38:58) How Does Bitcoin Recover?

(44:24) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, we’re back with another Roundup to discuss why Nick Szabo’s latest tweets sparked such backlash. The panel digs into what this controversy reveals about Bitcoin’s culture, from debates over arbitrary data and node responsibility to fears of centralization and social pressure. A sharp look at how technical disagreements can morph into full-blown community rifts and potential legal backlash. Enjoy!

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Timestamps:

(00:00) Introduction

(04:17) Szabo’s Tweets, Ideological Shift & Legal Debates

(15:03) Making Sense of Szabo’s Broader Message

(37:58) Censorship Resistance, Node Design & Decentralization Risks

(41:48) Nodes, Governance, and Bitcoin’s Long-Term Future

(42:29) Government Pressure, Community Responses & Developer Tensions

(49:21) The Knots Movement & Bitcoin’s Cultural Direction

(01:01:11) Building a Stronger Bitcoin Culture

(01:06:32) The Next Wave of Bitcoin Innovation

(01:10:53) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

In this episode, John Carvalho joins the show to discuss his unconventional view that Bitcoin’s real bottleneck isn’t technology but trust, challenging the assumptions behind Lightning, layer-two “scaling,” and even the broader cultural narratives about Bitcoin’s future. We also discuss why he believes layers don’t truly scale Bitcoin, how trust dynamics shape every payment system, and why Synonym is building a new framework for peer-to-peer coordination that goes beyond blockchains. Enjoy!

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Timestamps:

(00:00) Introduction

(01:31) Can Lightning Actually Scale?

(12:10) Why Trust Shapes All Bitcoin Scaling

(20:57) Why Trust Shapes All Bitcoin Scaling

(30:19) How Synonym Approaches Bitcoin Scaling

(34:56) Synonym’s Innovations, Tools & Future Roadmap

(37:22) Data Control, Custom Algorithms & Pubkey Protocol

(40:09) E-Commerce, Mobile Wallets & Next-Gen Bitcoin UX

(42:03) Upgrading Nodes & Reinventing the Payment Protocol

(47:19) Trust-Based Scaling: Pros & Cons

(50:57) Rethinking Bitcoin Treasuries

(01:02:24) A Personal Bitcoin Strategy

(01:04:39) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock

In this episode, Tim Enneking joins the show to discuss why Bitcoin’s recent drawdown isn’t a crash, why the old cycle models are breaking, and how shifting ownership and institutional behavior may be reshaping the entire market. He also digs into who might be selling, where the real catalysts could emerge next, and what long-term investors should keep an eye on. Enjoy!

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Timestamps:

(00:00) Introduction

(02:03) How Bitcoin’s Market Has Evolved

(07:20) Bulls, Bears & the Next Big Move

(09:49) Institutional Flows Reshaping Crypto

(21:20) Is Bitcoin Correlated to Equities?

(23:18) Biggest Bitcoin Catalysts

(27:51) Market Structure & Crypto Banks

(32:58) Strategy Lessons from Market History

(38:50) Final Thoughts

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Disclaimer: Nothing said on Supply Shock is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Bitcoin #Crypto #SupplyShock